Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Iht Wealth Management, LLC holds 155,037 shares of MTGP stock, worth $6.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

155,037

Previous 170,946 9.31%

Holding current value

$6.8 Million

Previous $7.38 Million 7.98%

% of portfolio

0.22%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$42.64 - $44.05 $678,359 - $700,791	-15,909 Reduced 9.31%	155,037 $6.8 Million
Q4 2024 Feb 14, 2025	BUY	$43.02 - $45.21 $1.12 Million - $1.17 Million	25,954 Added 17.9%	170,946 $7.38 Million
Q3 2024 Nov 14, 2024	SELL	$42.89 - $45.8 $455,191 - $486,075	-10,613 Reduced 6.82%	144,992 $6.54 Million
Q2 2024 Aug 14, 2024	BUY	$42.16 - $43.53 $466,373 - $481,528	11,062 Added 7.65%	155,605 $6.71 Million
Q1 2024 May 15, 2024	BUY	$42.95 - $44.16 $299,748 - $308,192	6,979 Added 5.07%	144,543 $6.27 Million
Q4 2023 Feb 14, 2024	BUY	$40.46 - $44.04 $5.57 Million - $6.06 Million	137,564 New	137,564 $6.04 Million

Others Institutions Holding MTGP

# of Institutions

Shares Held

1.15M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History